Anonymous5 days ago
Nvidia and SK Hynix announced a multi-year technology partnership on June 7, 2026, to co-develop next-generation memory for AI infrastructure including HBM4E and beyond. The deal deepens an already concentrated supplier relationship — Nvidia drove 27% of SK Hynix's revenue in early 2025 — and raises questions about supply chain access for competitors like AMD and Intel, antitrust scrutiny from U.S. and EU regulators, and the distribution of financial risk if the AI spending boom slows.